SECU Trust Services through Members Trust Company provides members access to a team of trust and investment professionals dedicated to their fiduciary needs, from Corporate Trustee Services to Estate Settlement Services and more.
We are an unbiased, third-party professional who has the experience and expertise to administer your estate plan as intended.
We can help relieve your loved ones from the burden of dealing with the complexities of administering an estate or Trust during a difficult time.
You have enough going on. Know you have a professional team in place to take care of you and your loved ones.
We understand that every estate plan is unique, and no family has the same dynamics or needs. We offer solutions tailored to meet the specific needs of your family while managing your assets professionally and privately.
Appointing a corporate trustee in advance will relieve your loved ones from the responsibility of administering your Trust after your death. Using SECU Trust Services through Members Trust Company as a corporate trustee ensures an objective third party will handle your Trust and affairs just as you directed, without bias.
As the account owner, during your healthy years, you retain control over the account and can make any needed distributions. If you become incapacitated, SECU Trust Services through Members Trust Company can step in to manage the account on your behalf, making any required minimum distributions (RMDs) and paying bills. At your passing, we can continue to manage the FlexIRA for the benefit of your heirs, depending upon the account options you have chosen.
There are many situations in which the control and incapacity planning of a FlexIRA may be beneficial:
Serving as an executor comes with many responsibilities. SECU Trust Services through Members Trust Company is here to help with estate settlement tasks including collecting assets, preserving and valuing property, accounting, handling creditor claims, filing taxes, and making distributions to individuals and charities. Let our estate settlement team help remove this burden from your loved ones.
Yes. An individual trustee interested in assistance with managing a Trust, such as bill paying and investment management, can open an agent for trustee account with SECU Trust Services through Members Trust Company.
